Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s McKesson MCK Stock Holding History

Dynamic Advisor Solutions’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Buy
1,331
+45
+3% +$38.7K 0.03% 433
2026
Q2 		$972K Buy
1,286
+32
+3% +$25.4K 0.03% 498
2026
Q1 		$1.09M Buy
1,254
+136
+12% +$121K 0.03% 440
2025
Q4 		$917K Buy
1,118
+247
+28% +$202K 0.03% 475
2025
Q3 		$673K Buy
871
+12
+1% +$8.45K 0.02% 556
2025
Q2 		$630K Buy
859
+81
+10% +$57.2K 0.02% 552
2025
Q1 		$524K Buy
778
+111
+17% +$68.6K 0.02% 571
2024
Q4 		$380K Buy
667
+38
+6% +$21.3K 0.02% 481
2024
Q3 		$311K Sell
629
-33
-5% -$18.4K 0.01% 737
2024
Q2 		$387K Sell
662
-6
-0.9% -$3.34K 0.01% 690
2024
Q1 		$359K Buy
668
+159
+31% +$80.7K 0.01% 699
2023
Q4 		$243K Buy
+509
New +$231K 0.01% 778

Other funds holding MCK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dynamic Advisor Solutions's MCK Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its McKesson (MCK) stake by 3.5% in Q3 2026, buying an estimated $38.7K and bringing the position to 1,331 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #433.

Dynamic Advisor Solutions first reported a position in MCK in Q4 2023 and has held it in 12 quarters since. 425 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Dynamic Advisor Solutions held 1,331 shares of McKesson worth $1.14M as of Q3 2026.
  • Dynamic Advisor Solutions bought 45 McKesson shares in Q3 2026, an estimated $38.7K.
  • McKesson made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #433 holding.
  • Dynamic Advisor Solutions first reported a position in McKesson in Q4 2023 and has held it in 12 quarters since.
  • 425 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.